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| Keyboard |
| Demming Financial Services Corp
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|---|---|
| CRD # | 120106 |
| SEC # | 801-69410 |
| CIK # | |
| AUM | 675.7 M (2025-09-26) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 330-562-2122 |
| Address | 13 New Hudson Road Aurora, OH 44202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 536 | 149.1 |
| (b) Individuals (high net worth individuals) | 215 | 524.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,228 | 675.7 |
| By Discretionary | ||
| Discretionary | 3,228 | 675.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,228 | 675.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 675.7 | |
| Total | 3,228 | 675.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Leverty Financial Group LLC
✚
|
WI | 676.8 M |
|
Jacobson & Schmitt Advisors LLC
✚
|
WI | 676.4 M |
|
PASI Investments LLC
✚
|
CT | 676.3 M |
|
Boston Research and Management Inc
✚
|
MA | 676.2 M |
|
Stordahl Capital Management Inc
✚
|
CO | 675.9 M |
|
Waterway Wealth Management LLC
✚
|
TX | 675.8 M |
|
Tounjian Advisory Partners LLC
✚
|
FL | 675.5 M |
|
Little House Capital LLC
✚
|
MA | 675.2 M |
|
Allegiance Financial Group Advisory Services LLC
✚
|
VA | 675.0 M |
|
Ballast Advisors LLC
✚
|
MN | 674.5 M |